Flows in Yuzu are a powerful tool to automate how templates and printers are assigned to orders, saving time and ensuring accuracy. This guide will walk you through the logic of flows and how to set them up based on customer or order data.
What Are Flows?
Flows allow you to create automated rules that assign templates and printers to orders based on specific conditions. By leveraging data from your connected apps, you can create dynamic workflows tailored to your business needs.
Key Components of Flows
Variables
Variables are the building blocks of flows. They allow you to define conditions for your rules. Examples include:
Order Data: Order tags, order value, and item quantities.
Customer Information: Lifetime value, purchase history.
Product Attributes: Product images, descriptions, and categories.
Modules
Modules determine how your flow operates:
Split Module:
Create branches based on conditions.
Example: "If order value > $100, assign Template A; else, assign Template B."
Ignore Module:
Skip processing for orders that match specific conditions.
Example: "Ignore orders tagged as test."
Actions
Actions define what happens when conditions are met:
Assign a template.
Assign a printer.
Add or update order tags.
Setting Up Your First Flow
Navigate to Flows:
Log in to your Yuzu dashboard.
Go to the Flows tab.
Create a New Flow:
Click Create Flow and name it.
Add a Split Module:
Select a variable, such as "Customer Lifetime Value."
Define conditions (e.g., "greater than $250").
Assign Actions:
Assign a template and printer for orders that meet the condition.
Add Additional Modules:
Add more splits or ignore modules as needed to refine your flow.
Examples of Common Flows
First-Time Customers
Split on "Order Count = 1."
Assign a template with a thank-you note and first-time discount.
VIP Campaigns
Split on "Total Spend > $250."
Assign a premium template recognizing their loyalty.
Subscription Orders
Split on "Tags contain subscription."
Assign a subscription-specific template.
Testing and Publishing Your Flow
Test Your Flow:
Use the preview feature to simulate how orders are processed.
Check template and printer assignments.
Publish the Flow:
Once satisfied, click Publish to activate the flow.
Troubleshooting Common Issues
Variable Errors: Ensure all variables are synced from your connected apps.
Condition Logic: Double-check that conditions are logical and comprehensive.
Template Assignments: Confirm that templates are correctly mapped.
Printer Connections: Verify printers are online and properly linked.
By setting up flows, you can automate your workflows, reduce manual errors, and ensure that every order is paired with the right content. For additional help, check out our Troubleshooting Flows and Templates guide.